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Operations lead – private medical insurance, london

London
Jack & Jill
Insurance
Posted: 26 May
Offer description

Job Title

Operations Manager


Salary

£35k-£45k


Company Description

Health Well Solutions - Specialist Medical Insurance Brokerage


Job Description

Join a high-growth, FCA-regulated brokerage at the intersection of bespoke medical insurance and preventative healthcare. Working directly with the Managing Director, you will own the end-to-end client pipeline, ensuring seamless service delivery for high-net-worth clients. This is a central, high-impact role in a firm with over 40 years of expertise.


Location

London, UK


Why this role is remarkable

* Direct access to senior leadership and the Managing Director, providing a unique perspective to influence business scaling.
* Unique market position through an exclusive partnership with Health Span, combining traditional brokerage with advanced preventative health screenings.
* High-visibility impact where you move beyond simple administration to own the operational heartbeat of a specialist, growing firm.


What you will do

* Manage the full client pipeline from initial enquiry to policy placement, coordinating directly with insurers and senior advisers.
* Maintain operational control by tracking workflows, improving CRM data quality, and identifying bottlenecks before they impact client service.
* Ensure rigorous compliance in an FCA-regulated environment by managing sensitive data and maintaining audit-ready documentation and internal logs.


The ideal candidate

* 3+ years of operational experience within UK Private Medical Insurance (PMI), financial services, or a regulated health‑tech environment.
* Exceptional organizational discipline with the ability to manage complex, multi‑stakeholder pipelines without needing close supervision.
* Professional communication skills and technical proficiency in CRM systems and Excel to maintain high standards for a sophisticated client base.
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